Aditya Birla Sun Life Special Opportunities Fund - Growth - Regular Plan

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  • 1 %Nav, as on 26-05-2023

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  • Net Change on 26-05-2023

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to provide long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy change and/or regulatory changes, companies going through temporary but unique challenges and other similar instances.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 500 - TRI 4.84 7.54 15.63 30.09 12.70 10.91

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 15.61 26.25 11.90 2.02 4,543.71
Tata Ethical Fund Regular Plan - Growth May 24, 1996 14.90 27.17 13.22 2.12 1,570.10
HDFC Housing Opportunities Fund - Growth Option Dec 06, 2017 20.33 30.12 8.21 2.27 1,108.40
Edelweiss Recently Listed IPO Fund - Regular Plan Growth Feb 22, 2018 7.59 25.21 11.49 2.27 872.15
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 30.06 32.28 12.20 2.45 681.73

Fund Holdings as on 30-April-2023

  • ICICI Bank Limited

  • Infosys Limited

  • Bharti Airtel Limited

  • HDFC Bank Limited

  • Kotak Mahindra Bank Limited

  • Phoenix Mills Limited

  • Tata Steel Limited

  • State Bank of India

  • Axis Bank Limited

  • Bajaj Finance Limited

  • Sun Pharmaceutical Industries Limited

  • Bajaj Finserv Limited

  • Apollo Hospitals Enterprise Limited

  • Clearing Corporation of India Limited

  • Tata Power Company Limited

  • Reliance Industries Limited

  • Bharat Forge Limited

  • Tata Consumer Products Limited

  • Tata Motors Limited

  • Crompton Greaves Consumer Electricals Limited

  • Atul Limited

  • Bajaj Electricals Limited

  • IndusInd Bank Limited

  • Ambuja Cements Limited

  • Fortis Healthcare Limited

  • United Spirits Limited

  • Birlasoft Limited

  • Aarti Industries Limited

  • United Breweries Limited

  • Voltas Limited

  • Sun TV Network Limited

  • Cummins India Limited

  • Hindalco Industries Limited

  • ICICI Lombard General Insurance Company Limited

  • Mahindra & Mahindra Limited

  • MphasiS Limited

  • Coforge Limited

  • Grasim Industries Limited

  • AIA Engineering Limited

  • Cipla Limited

  • Container Corporation of India Limited

  • SBI Life Insurance Company Limited

  • UTI ASSET MANAGEMENT COMPANY Limited

  • Sundram Fasteners Limited

  • Zee Entertainment Enterprises Limited

  • Strides Pharma Science Limited

  • Poonawalla Fincorp Limited

  • NMDC Limited

  • Zomato Limited

  • FSN E-Commerce Ventures Limited

  • Sobha Limited

  • Lupin Limited

  • NMDC Steel Ltd

  • One 97 Communications Limited

  • Solara Active Pharma Sciences Limited

  • La Opala RG Limited

  • Aarti Pharmalabs Ltd

  • Aditya Birla Fashion and Retail Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Steel & Iron Products

  • Chemicals

  • Breweries & Distilleries

  • Bank - Public

  • Finance - Investment

  • Miscellaneous

  • Power Generation/Distribution

  • Insurance

  • Refineries

  • TV Broadcasting & Software Production

  • Forgings

  • Tea/Coffee

  • Cement & Construction Materials

  • Air Conditioners

  • Diesel Engines

  • Metal - Non Ferrous

  • Automobiles - Passenger Cars

  • e-Commerce

  • Diversified

  • Castings/Forgings

  • Logistics

  • Finance - Asset Management

  • Fasteners

  • Mining & Minerals

  • Fintech

  • Glass

  • Retailing

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  • Cash

  • Equity

  • Rights

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About Aditya Birla Sun Life Special Opportunities Fund

Scheme Analysis

Aditya Birla Sun Life Special Opportunities Fund is a Equity - Thematic Fund - Other fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 23-Oct-2020 and currently has an AUM of ₹600.88 crore. Aditya Birla Sun Life Special Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 500 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Special Opportunities Fund ended up ₹0.15(1%)yesterday to ₹15.22.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Aditya Birla Sun Life Special Opportunities Fund is managed by Chanchal Khandelwal .

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111